DFX Intelligence

W•• A•••••• M•••• H••••••• J• V••• L•••••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundReal estate fund3(c)(1)

W•• A•••••• M•••• H••••••• J• V••• L•••••

advised by W••••• S••••• C••••••• L•••••

Delaware, United States

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Search this name across graphs

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2014 to Mar 31, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

W•• A•••••• M•••• H••••••• J• V••• L•••••

Real estate fund vehicle · Key ADV fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: W••••• S••••• C••••••• L•••••CRD 147210
Fund type: Real Estate Fund
Latest reported GAV: $1.9M••• Locked
Peak reported GAV: $28.6M
Beneficial owners: 14
Minimum investment: $1.0M
Owned by the adviser: 6500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 31, 2026	$1.9M

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
B••• O• A••••••• N•••	B••• O• A••••••• N•••	Chicago	Illinois	United States	no	n/a
J• M••••• C•••• B•••• N•••	J• M••••• C•••• B•••• N•••	Chicago	Illinois	United States	no	n/a

Relationships

Advises (1)

← W••••• S••••• C••••••• L•••••Registered adviserReal Estate Fund, IA
Mar 31, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 31, 2014
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

All 20 rows

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Apr 30, 2018	$23.6M	14	$1.0M	6500.0%	yes	W•• A•••••• M•••• H••••••• J• V••• L•••••
Mar 31, 2018	$23.1M	14	$1.0M	6500.0%	yes	W•• A•••••• M•••• H••••••• J• V••• L•••••
Mar 31, 2017	$19.7M	14	$1.0M	6500.0%	yes	W•• A•••••• M•••• H••••••• J• V••• L•••••
Nov 3, 2016	$23.2M	14	$1.0M	6500.0%	yes	W•• A•••••• M•••• H••••••• J• V••• L•••••
Mar 30, 2016	$23.2M	14	$1.0M	6500.0%	yes	W•• A•••••• M•••• H••••••• J• V••• L•••••
Apr 24, 2015	$17.0M	14	$1.0M	6500.0%	yes	W•• A•••••• M•••• H••••••• J• V••• L•••••
Mar 31, 2015	$17.0M	14	$1.0M	6500.0%	yes	W•• A•••••• M•••• H••••••• J• V••• L•••••
May 28, 2014	$8.9M	14	$1.0M	6500.0%	yes	W•• A•••••• M•••• H••••••• J• V••• L•••••
Apr 30, 2014	$8.9M	14	$1.0M	6500.0%	yes	W•• A•••••• M•••• H••••••• J• V••• L•••••
Mar 31, 2014	$8.9M	14	$1.0M	6500.0%	yes	W•• A•••••• M•••• H••••••• J• V••• L•••••